Exhibitor List

Booths 100-105
Booths 200-205
Booths 300-304
Booths 400-405
Booths 500-505

Booths 100-105

Booth 100

CDC Ventures
CDC Small Business Finance Corporation

Bronze Sponsor

Miriam Voigt
Director of Sales & Support
2448 Historic Dacatur Road
Suite 200
San Diego, CA 92106
CDC Ventures makes lending easier and smarter with its premiere software system, Ventures+. Ventures+ is known for being the first to bring the efficiency of cloud-based lending software to the Certified Development Company (CDC) industry. The software system gives small business lenders a much more powerful and cost-effective way to manage and grow their portfolio. With an integrated SBA ETRAN platform, loan processing is now easier and faster. Outstanding customer support combined with intuitive data entry, easy navigation and dynamic reporting are why Ventures+ is a superior resource in the industry. With the product integration feature, Ventures+ enables numerous software systems to work together as seamlessly as possible. CDC Ventures is committed to innovation so Ventures+ is continuously evolving to always provide a solution to manage the many changes faced by small business lenders.

Booth 101

Alliant Americas | Alliant Insurance Services

Bronze Sponsor

Barry Peters
Executive Vice President
6550 Rock Spring Drive
Bethesda, MD 20817
Alliant Insurance Services is a National leader in insurance, risk management, and consulting. Since 1925, our clients and partners have had profound confidence in us to deliver in all market climates. Today, this promise lives on through the dynamic confluences of people, ideas, and solutions that have come to define the Alliant name. Alliant was recently named as the exclusive administrator for the NADCO Management Liability program.

Booth 102

Company Coming Soon!

Reserved for Gold/Silver/Bronze Sponsor

Contact Name
Address Line 1
Address Line 2
City, State Zip
Company Description Coming Soon!

Booth 103

ORMS: Outsourced Risk Management Solutions LLC

Derek Ezovski
7 South Main Street
Suite 209
West Hartford, CT 06107
For years Outsourced Risk Management Solutions (ORMS) has worked closely with the SBA and CDCs to help provide an in-house environmental due diligence solution. ORMS helps CDCs review and package environmental submissions thereby increasing the approval rate for our clients. ORMS reduces the time spent by your staff of the review and submission of environmental reports to the SBA, all while increasing the number of loans you can close successfully.

Booth 104

The Preston Group, LLC

Lisa Preston
2820 FM 517 Road East
Dickinson, TX 77539
The Preston Group specializes in all facets of SBA 7(a) and 504 Loan Program compliance in preparation for regulatory reviews/examinations. Consulting services comprise assessment of performance, policies/procedures, management, reporting, eligibility, underwriting, processing, closing, servicing, internal controls, liquidations, potential harm, and loan review. Reviews follow the SBA’s PARRiS and SMART concepts.

Booth 105

BFS Group

Larry Rowley
Regional Managing Director
1500 Quail Street
Suite 600
Newport Beach, CA 92660
Bank Financial Services Group, a leading expert in the BOLI industry, is a national firm with an exclusive focus on community banks. Bank Financial Services Group manages all BOLI investments with the primary goal of providing unparalleled customer support, increasing the bank’s bottom line earnings, increasing shareholder value and funding meaningful benefits for all bank employees.

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Booths 200-205

Booth 200

Collateral Specialists

Kevin Power
Vice President of Operations
1670 Corporate Circle
Suite 200
Petaluma, CA 94954
Collateral Specialists is a nationwide site inspection company. Our reliable service, proven technology, and competitive pricing deliver an inspection solution that helps saves you time and money. We work with many CDC's across the country. Whether you are conducting a pre-funding site visit, delinquency site visit, or conducting annual due diligence, we are here to help you manage your risk.

Booth 201

J.R. Bruno & Associates

Alex Liberchuk
EVP, Operations & Strategy
92 Westervelt Place
Suite 102
Passaic, NJ 07055
J.R. Bruno & Associates is a leading nationwide consulting firm to SBA lenders and has served the business lending community since 1994. With more than 200 years of combined commercial lending experience, our JRB Team has assisted hundreds of lenders create and maintain profitable SBA lending programs. Former NADCO Chairman Richard Jeffrey has recently joined JRB, expanding and enhancing firm’s services to the CDC/504 community. In addition, our firm offers wide range of customized solutions that range from portfolio management, loan packaging, and underwriting assistance, to servicing and liquidations, for all government guaranteed lending products.

Booth 202

Fulcrum Resources Environmental

Stephen Reynolds
National Technical Director and Client Manager
517 South Ivy Avenue
Monrovia, CA 91016
Fulcrum Resources Environmental operates under the parent company Fulcrum Resources, Inc. and is a full-service, nationwide environmental and engineering company. With its team of professionals, Fulcrum specializes in environmental, remediation, engineering, hygiene, and energy due-diligence.

Booth 203

Trileaf - Commercial Lending Due Diligence

Howard Horwitz
Account Manager
10845 Olive Blvd
Suite 260
St. Louis, MO 63141
TRILEAF is a nationwide environmental services company, providing targeted environmental services to Commercial and SBA lenders for SBA 504, 7(a) loans and government guaranteed loans. TRILEAF works with numerous banks, lenders and Certified Development Companies (CDC's) to satisfy the need for timely and cost effective Records Search with Risk Assessment (RSRA), Transaction Screen Assessment (TSA), Phase I and II ESAs, Property Condition Assessments, asbestos and lead assessments.

Booth 204

Entero Energy

Mark Henderson
Director of Sales
1508 West 30th Street
Austin, TX 78703
Entero Energy is a renewable energy company specializing in assisting SBA borrowers with SBA 504 "Energy" Public Policy Goal qualification and fulfillment. The company offers a comprehensive turn-key solution, working with CDCs, third party lenders and their borrowers to assure every step of the "Green" loan process is administered, from education & consultation, to Verification Report preparation to fulfillment.

Booth 205

Company Coming Soon!

Reserved for Gold/Silver/Bronze Sponsor

Contact Name
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Address Line 2
City, State Zip
Company Description Coming Soon!

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Booths 300-304

Booth 300

Company Coming Soon!

Reserved for Gold/Silver/Bronze Sponsor

Contact Name
Address Line 1
Address Line 2
City, State Zip
Company Description Coming Soon!

Booth 301


Michael Bruni
Regional Manager
6 Armstrong Road
4th Floor
Shelton, CT 06484
EDR’s Collateral360 platform helps you improve the efficiency of your workflow, manage risk and compliance, and access data to make important business decisions—all within a secure, web-based environment. From a single dashboard, manage all vendors associated with your property due diligence and procure services such as appraisals, evaluations, environmental (including SBA RSRA reports), flood certificates, collateral site inspections, and more. Easily monitor your collateral over life-of-loan on a property or portfolio level, and simplify regulatory compliance and reporting.

Booth 302

SunSystem Technology

Dustin O'Dell
Commercial Business Development Manager
2731 Citrus Road
Suite D
Rancho Cordova, CA 95742
SunSystem Technology (SST) is a leader in providing Full-Service Solar PV Design and Installation for Commercial, Industrial and Multi-Family properties in California and across (7) other States.

Our Team was born out of providing Operations & Maintenance Service (O&M) for existing solar energy systems which provides us unmatched access to real-world solar system performance and operating data.

Simply put, we focus on providing world-class solar energy systems that are built to last for over 30 years and provide you with a very strong return on your long-term investment.

Booth 303

Partner Engineering and Science, Inc.

Marshall Stanclift
National Client Manager
2154 Torrance Boulevard
Suite 200
Torrance, CA 90501
Partner Engineering and Science, Inc. (Partner) is a full-service environmental and engineering consulting firm completing projects nationwide. We specialize in evaluating properties in connection with real estate transactions, financing, development or management.

Booth 304

Company Coming Soon!

Reserved for Gold/Silver/Bronze Sponsor

Contact Name
Address Line 1
Address Line 2
City, State Zip
Company Description Coming Soon!

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Booths 400-405

Booth 400

Central Servicing Agent

Alliance Partner

Director, Central Servicing Agent
1800 Tysons Boulevard
McLean, VA 22102

Booth 401

Zions Bank
Bronze Sponsor Howard Anderson
SVP, National Sales Manager
7730 Union Park Avenue
Suite 250
Midvale, UT 84047
By providing the best combination of service, premiums, and creativity, Zions Bank is the secondary market pioneer and leader for the direct funding or purchase of SBA 504 first mortgage loans. Zions offers both fixed and variable rates for loan amounts up to $8 million on all SBA eligible property types.

Booth 402

Power Steering Unlimited, Inc.

Bronze Sponsor

Mary Kropp-Benton
145 SW 54th Terrace
Cape Coral, FL 33914
Power Steering Unlimited, Inc., charting CDCs’ courses for success since 2004, is a federally certified, small, woman-owned business (part of CCR and SAM), specializing in CDC operations, audit/loan review, SBA/commercial lending, loan management systems, & management/process/logistics/policy consulting. Having contracted with over 100 CDCs nationwide, CEO, Mary Kropp, is a respected expert with a reputation for knowledge, honesty, efficiency and trust, while providing services at excellent rates and a 12-year record of 100% client retention. We have performed Independent Loan Review Services for nearly 8 dozen CDCs since mid 2012, having developed an SBA-accepted format and efficient process for this task, with significant value added that only a former banker/CDC director could provide. Power Steering is your one stop for CDC Independent Loan Review, Process review, Strategic planning, Policy creation, and Operational efficiency.

Booth 403

Lincoln Capital Management

James E. Robertson
Chief Executive Officer
16200 Addison Road
Suite 220
Addison, TX 75001
Lincoln Capital Management originates senior and subordinated interim loans for construction and other real estate & equipment transactions on a national basis in connection with the SBA Section 504 program. We minimize your 1st lien lender’s construction risk, legal lending limits, loan concentration challenges and HVCRE issues with our innovative loan structures. Come by our table to find out how we can help you be a solution for your 1st lien lending partners!

Booth 404

BMI Productivity Solutions

Boyd Mortensen
475 North 300 West
Suite 5
Kaysville, UT 84037
As an industry leader in process enhancement, BMI focuses on speeding up processes, reducing redundant tasks, increasing visibility and ensuring compliance. With the help of BMI, organizations allocate more time for revenue-generating activities. BMI clients are able to handle an increased workload and distribute more funding to the communities they serve.

Booth 405

Unisearch, Inc.

Scott Vogt
Sales Manager
3926 South Falling Star Road
Gold Canyon, AZ 85118
Unisearch, Inc. is a public records research firm specializing in searching, filing and retrieving public documents. We offer an extensive range of Registered Agent, Corporate, and Uniform Commercial Code/Lien Services to the legal, financial and business community in all 50 states and internationally.

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Booths 500-505

Booth 500

Benchmark Environmental Services, Inc.

William Liniewicz
23540 Beach Grove Road
Antioch, IL 60002
Benchmark Environmental Services works all around the US on "workouts", distressed properties, and also on "new" acquisitions and refi’s for a number of financial institutions,. Our Services are mainly performing phase 1 and 2 assessments, RSRA type reports, SBA work, HUD work. underground storage tanks, asbestos, lead paint, and soil / groundwater contamination, MOLD inspections and MOLD remediation.

Booth 501

MassMutual QuickClose Life Insurance

Mike Weiner
Financial Services Professional
13455 Noel Road
20th Floor
Dallas, TX 75240
We provide a QuickClose life insurance approval process for lenders and their borrowers when life insurance is needed quickly and easily to close a loan.

Booth 502

Environmental Risk Innovations (ERI, LLC)

Bill McGuinness
Vice President Operations
201 McCullough Drive
Suite 150
Charlotte, NC 28269
About Environmental Risk Innovations (ERI)
ERI is the nation’s largest environmental risk consulting firm, specializing in the management of environmental risk for commercial lenders. ERI’s clients include a broad base of commercial lenders, from regional banks to banks with national footprints. ERI provides third-party review of environmental assessment reports and conducts Records Search with Risk Assessments (RSRAs)/desktop reviews on commercial properties. ERI’s third party reviews of environmental assessments and property regulatory/historical data are accompanied by free “day to day” technical support to commercial loan officers and bank risk managers, as well as complimentary assistance in developing/amending environmental risk management policy based on our client banks’ specific risk tolerance. ERI is not a traditional environmental consulting firm that performs Phase I or Phase II Environmental Site Assessments. As a result, ERI’s recommendations represent a truly independent, third party opinion that conforms to the client bank’s specific risk tolerance. The key to our success is the collaboration of all of ERI’s permanent environmental risk management professionals working together in a single office location in Charlotte, North Carolina.

Booth 503

Liberty SBF

Joe Nolan
1500 JFK Boulevard
Suite 250
Philadelphia, PA 19102
Liberty SBF has built one of the most innovative commercial lending and servicing platforms in the SBA industry. Liberty provides short term and permanent financing for owner occupied commercial real estate and provides third party servicing and capital markets services to its bank and credit union partners. Liberty SBF is financed by some of the nation's leading private equity firms, including EBF & Associates, Exigent Alternative Capital, Napier Park Global Capital, and Mainline Investment Partners. For more information about Liberty SBF and its lending, servicing and investment platforms, please visit www.LibertySBF.com.

Booth 504

Mercantile Capital Corporation

Shannon D. Marks
President & COO
60 North Court Avenue
Suite 300
Orlando, FL 32801
Mercantile Capital Corporation was founded in 2002 to do one thing: help small business owners achieve their dream of purchasing their owner-occupied commercial real estate. Mercantile believes the SBA 504 loan program is the best and smartest way to fund these projects. They’re so convinced that SBA 504 loans are the smart choice for most small business owners that they made the SBA 504 loan their specialty and work hard to provide the best service to their small business clients. Through 6/30/17 Mercantile has closed 685 loans worth over $2.15 billion in 40 of the 50 states (plus Puerto Rico and D.C.) and they’ve become an industry-leading construction administration specialist as well. Mercantile is a wholly-owned subsidiary of IBERIABANK and has the full resources of the bank at its disposal.

Booth 505

CDC Capital Markets
CDC Small Business Finance Corporation

Ken Rosenthal
Sr Advisor - Lending, Education, Training
2448 Historic Decatur Road
Suite 200
San Diego, CA 92106
CDC Capital Markets is a wholly owned subsidiary of CDC Small Business Finance. We provide SBA 504 1st mortgage secondary market solutions across the country in all 50 states. We work with banks, non bank lenders, brokers, CDC’s, credit unions, and the small business lending community to help them do more SBA 504 loans. We provide due diligence services to Morgan Stanley by marketing, packaging, underwriting and servicing these SBA 504 1st mortgages for Direct Table Funding or Loan Purchases.

The way the program works is simple. We work with the CDC's or lenders and provide them loan terms for the 1st mortgage using Morgan Stanley's balance sheet rather than the local bank's balance sheet. That means the local lender can offer terms including 25 year fixed for life 504 1st mortgages. The first mortgage is funded off Morgan Stanley's balance sheet and the local lender earns premium income. Banks win by gaining deposits and earning premium. CDCs win by increasing their 504 volume.

You can use the secondary market (Morgan Stanley) to help win deals by offering borrowers a truly fixed rate. Morgan Stanley offers a 25 year fixed for life rate on the first mortgage and the CDC offers a 20 year fixed for life rate on the second mortgage.

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